Unclaimed Profile

Frank Michael Betsch

VALLEY FINANCIAL GROUP, INC.·FLOURTOWN, Pennsylvania

SIE, Series 1, Series 7, Series 26, Series 63, Series 6514 years registeredVALLEY FINANCIAL GROUP, INC.

1300 BETHLEHEM PIKE, FLOURTOWN, PA 19031CRD# 708159Firm CRD# 312254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Michael Betsch · FLOURTOWN, PA

Registration

CRD #708159 · VALLEY FINANCIAL GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALLEY FINANCIAL GROUP, INC.

VALLEY FINANCIAL GROUP

Apr 2021 – Nov 2024

AMBLER, PA

H. BECK, INC.

Feb 2012 – Mar 2021

Flourtown, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · February 2, 2012

Years registered · 14

Disclosure History

2021Customer Dispute·Settled

2017Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VALLEY FINANCIAL GROUP, INC.

CRD 312254 · SEC 801-120325

AUM

$197M

Regulatory assets under management

Employees

739 client accounts

Services offered by VALLEY FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Frank Michael Betsch offer?

Frank Michael Betsch specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Frank Michael Betsch's credentials?

Frank Michael Betsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Michael Betsch located?

Frank Michael Betsch is based in FLOURTOWN, Pennsylvania, last registered with VALLEY FINANCIAL GROUP, INC..

How does Frank Michael Betsch charge for services?

Frank Michael Betsch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALLEY FINANCIAL GROUP, INC.?

VALLEY FINANCIAL GROUP, INC. has approximately 6 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at VALLEY FINANCIAL GROUP, INC.

Edward Stanley Woehlcke

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

PITTSBURGH Guide PHILADELPHIA Guide WAYNE Guide RADNOR Guide BERWYN Guide

Research

Advisor Fees in Pennsylvania National Fee Analysis

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